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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,860 | $183,988-69.1% | $162,177-64.9% | $152,897-62.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.38% | 150.79%-131.4pp | 115.60%-96.2pp | 345.43%-326.0pp |
| Employer contribution / active EE | $2,040 | $6,370-68.0% | $5,613-63.7% | $4,764-57.2% |
| Participant deferral / active EE | $1,095 | $8,032-86.4% | $7,297-85.0% | $5,851-81.3% |
| Admin fee / account holder | $1,307 | $13,123-90.0% | $10,843-88.0% | $11,599-88.7% |